New Oriental
271 hedge funds and large institutions have $1.88B invested in New Oriental in 2021 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 77 increasing their positions, 110 reducing their positions, and 171 closing their positions.
1.72% less ownership
Funds ownership: 7.06% → 5.34% (-1.7%)
15% less funds holding in top 10
Funds holding in top 10: 13 → 11 (-2)
28% less call options, than puts
Call options by funds: $71.7M | Put options by funds: $99M
30% less repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 110
32% less funds holding
Funds holding: 396 → 271 (-125)
70% less first-time investments, than exits
New positions opened: 52 | Existing positions closed: 171
81% less capital invested
Capital invested by funds: $9.9B → $1.88B (-$8.02B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YCM
Yiheng Capital Management
San Francisco,
California
|
+$125M |
| 2 |
Morgan Stanley
New York
|
+$115M |
| 3 |
CG
Carmignac Gestion
Paris,
France
|
+$92.9M |
| 4 |
Goldman Sachs
New York
|
+$90.1M |
| 5 |
Two Sigma Investments
New York
|
+$82.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$871M |
| 2 |
SGA
Sustainable Growth Advisers
Stamford,
Connecticut
|
-$291M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$214M |
| 4 |
JP Morgan Chase
New York
|
-$212M |
| 5 |
Sands Capital Management
Arlington,
Virginia
|
-$170M |
EDU Hedge Fund Activity: Q3 2021 in Review
271 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in New Oriental (EDU) for Q3 2021, worth a combined $1.88B — down 81% from $9.9B a quarter earlier.
Sellers outnumbered buyers: 171 funds closed out of EDU and 52 opened new positions — a net loss of 119 holders — while 110 trimmed existing stakes and 77 added.
The largest buyer was Yiheng Capital Management, opening a new position worth an estimated $125M. The largest seller was Davis Selected Advisers, exiting entirely with an estimated $871M sold.
- 271 institutional investors held New Oriental (EDU) as of Q3 2021, down from 396 in Q2 2021.
- Funds reported $1.88B of New Oriental stock for Q3 2021, down 81% quarter-over-quarter.
- 52 funds opened new New Oriental positions in Q3 2021 and 171 closed out, a net change of -119 holders.
- The largest New Oriental buyer in Q3 2021 was Yiheng Capital Management, an estimated $125M added.
- The largest New Oriental seller in Q3 2021 was Davis Selected Advisers, an estimated $871M sold.
Based on aggregated 13F filings for Q3 2021.